Stacy O'keeffe is a financial advisor at OSAIC with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Woodbury Financial, Royal Alliance Associates, FSC Securities Corporation, and Sagepoint Financial. O'keeffe is also president and chair of the OSAIC Foundation, where she is actively involved in community activities and foundation governance. OSAIC is a multi-advisor platform serving retail and institutional clients through brokerage and advisory services, offering comprehensive financial planning and portfolio management solutions. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a broad range of strategies executed through a complex network of affiliated entities.

Louis Pejlovas III is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding a Series 66 designation and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016. Outside of his advisory role, he is involved in a party planning and event rental business, which he owns jointly with his spouse. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a wide range of brokerage and advisory solutions, supported by extensive research and analytics, serving more than 14,000 financial advisors and managing roughly $671 billion in assets.

Ellen Dean is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 28 years of industry experience. She has been with Raymond James in various capacities since 2000 and recently operated under the Paradise Financial Partners brand. Outside of her advisory work, she is involved with Medicare health insurance sales through her business, Dean and Associates. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains unique services such as municipal advisory capabilities and SIMPLE IRA Employer Advisory programs.

Alan Bunn is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and has worked previously with Lincoln Financial Network and Osaic FA, Inc. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires, efficient frontier analysis, and rebalancing, and supports various advisory strategies including discretionary Unified Managed Accounts and third-party money manager programs.

Matthew Barber is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Fidelity Investments, Merrill, Fisher Investments, and USAA Financial Planning Services. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Morgan Ruby is a financial advisor at Edward Jones in Scottsdale, AZ, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for Cafe Rio Mexican Grill and Chipotle Mexican Grill. Outside of advising, he is the managing partner of East Valley Wrestling Club LLC, where he organizes and coaches youth wrestling camps. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, investment solutions, and affiliated services. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

John Larsen is a CFP® professional with 30 years of industry experience, currently affiliated with Raymond James Financial. His career includes roles at Raymond James & Associates and Crux Wealth Advisors. Outside of his advisory work, Larsen owns and manages several business ventures, including support companies and real estate development firms. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm uses analytical tools and tailored strategies to provide non-discretionary planning and supports a broad network of advisors with specialized programs and municipal advisory services.

Luis Bejarano Sr. is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at U.S. Bancorp Advisors, The Vanguard Group, and Thrivent Financial. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, using a goal-based, algorithm-driven approach that incorporates proprietary models and primarily Vanguard funds and ETFs. The firm manages a large client base through a digital platform supported by over 2,200 advisors.

Daniel Bertolet is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wedbush Securities Inc for 11 years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies, using a combination of research, modeling, and algorithmic tools to support its recommendations.

Matthew Ryan is a financial advisor with OSAIC based in Scottsdale, AZ, holding a Series 66 designation and four years of industry experience. His prior work includes roles at UBS Financial Services and positions outside finance at companies such as DoorDash, Instacart, and Civana Wellness Resort and Spa. OSAIC serves a diverse client base through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by various analytical tools, and it distinguishes itself by its scale, affiliate network, and private-equity ownership.

Eric Waszolek is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, he manages his own rental real estate property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Makayla Zubal is a financial professional at Cetera with one year of industry experience. She holds a Series 66 designation and has worked in financial advisory roles since 2025. Prior to her current role, her background includes positions outside the financial sector at institutions such as Arizona State University and Family First Intervention. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Alton Fabre III is a financial advisor at LPL Financial in Phoenix, AZ, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at BMO Investment Services, BancWest Investment Services, Bank of America, and Merrill. Outside of his advisory work, he is a co-owner of Vector Real Estate, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Loy is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at FSC Securities and E*TRADE Securities LLC. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization with various implementation options through its complex affiliate network.

Keeyana Missaghieh is a financial advisor at Strategic Advisers, LLC, a Fidelity Investments company, with one year of industry experience. She holds Series 65 and Series 63 licenses and has prior experience at Charles Schwab. Strategic Advisers provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Nancy Saulson is a financial advisor at Vanguard Advisers with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2012. Saulson is also president of Capital Financial Services, Inc., a non-investment related business. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs, serving a large client base through a digital platform and extensive advisor team.

Nathan Litterio is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Morgan Stanley and E*Trade Securities LLC. Prior to his finance career, he held roles in education and other fields. Vanguard Advisers serves retail investors and eligible employer-sponsored retirement plan participants by providing automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering customization options including ESG preferences.

Andrew Meeks is a financial advisor with Charles Schwab based in Phoenix, AZ, holding a Series 66 designation and five years of industry experience. His prior positions include roles at Renaissance Financial, Minnesota Life Insurance Co, Securian Financial Services Inc, and Grand Canyon University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory models with access to affiliated discretionary strategies and offers centralized custody and order-routing services to a large client base.

Catherine Scrivano is a financial advisor with Cetera who holds Series 63, 65, and 66 licenses and has 39 years of industry experience. She is also president and owner of Casco Financial Group and volunteers as a presenter for the SIFMA Foundation to promote financial education. Additionally, she serves on the board and finance committee of Beatitudes Campus, a senior living organization, and participates in voter registration outreach with the Maricopa County Recorder’s Office. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering diverse portfolio management and financial planning services with a multi-manager platform that includes affiliated and third-party investment strategies.

Kristen Tricarico is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at Triad Advisors, LLC and Raymond James Financial Services, Inc. Outside of her advisory career, she was involved with Cigar City Crossfit from 2021 to 2024. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm uses a model-based investment process focused on asset allocation and portfolio optimization, offering a range of brokerage and advisory services through a large multi-advisor platform.